SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,578 | -2.6% | 8,332 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $605,075 | -11.4% | 8,332 | -10.7% | 0.06% | -13.8% |
| Q1 2023 | $682,735 | +92789.1% | 9,332 | -4.1% | 0.06% | -9.7% |
| Q4 2022 | $735 | -99.9% | 9,726 | -0.6% | 0.07% | +1.4% |
| Q3 2022 | $650,000 | +21.7% | 9,782 | +31.1% | 0.07% | +31.5% |
| Q2 2022 | $534,000 | -11.6% | 7,460 | -2.6% | 0.05% | +1.9% |
| Q1 2022 | $604,000 | -2.4% | 7,660 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $619,000 | +17.9% | 7,660 | +8.2% | 0.05% | +6.1% |
| Q3 2021 | $525,000 | -1.9% | 7,078 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $535,000 | -6.6% | 7,078 | -10.0% | 0.05% | -12.5% |
| Q1 2021 | $573,000 | +19.1% | 7,863 | +4.9% | 0.06% | +14.3% |
| Q4 2020 | $481,000 | +15.9% | 7,499 | 0.0% | 0.05% | +2.1% |
| Q3 2020 | $415,000 | +73.6% | 7,499 | +62.6% | 0.05% | +60.0% |
| Q2 2020 | $239,000 | -29.3% | 4,613 | -38.7% | 0.03% | -38.8% |
| Q1 2020 | $338,000 | -18.6% | 7,522 | +4.9% | 0.05% | +2.1% |
| Q4 2019 | $415,000 | +5.6% | 7,173 | 0.0% | 0.05% | -5.9% |
| Q3 2019 | $393,000 | – | 7,173 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |